Head Product Growth @StarkwareLTD views are my own (real), nfa, fafo, dyor, bags in all i talk.
Zurich, Switzerland
Joined January 2011
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Moved up to rank 19 of 3378 Entrants. #kaggle - kaggle.com/competitions/goog…
Odin retweeted
I set a speed record on provably.fast: a complete Stwo proof at StarkWare's settings, 2.19× faster than unmodified Stwo, verified by the evaluator. stwo.provably.fast/#/people/…
Odin retweeted
都在传 @Starknet 正在跟以太坊“闹分手”
但很少有人注意到：以太坊的抗量子路线，最依赖的正是 Starknet 起家的那套东西，也就是哈希密码学和 STARK
而现在，Starknet 反过来表示，是以太坊拖累了它的抗量子，终于在 10 月 8 日抛出了转 L1 的设想，22 日社区投出 93.5% 赞成研究
让我们一起来看下他们是如何“相爱相杀”的
先说"相爱"
🔹STARK 是 @EliBenSasson 在以色列理工做出来的，只依赖哈希，天生抗量子
🔹2018 年 @StarkWareLtd 的 A 轮，@VitalikButerin 参投了
🔹2021 年以太坊基金会又给了 StarkWare 1200 万美元
再看以太坊官方的后量子方案：
🔸共识层的 BLS 签名要换成基于哈希的 leanXMSS，再用 zk 证明做聚合
🔸数据可用性层的 KZG，替代候选里有 STARK
🔸账户层靠账户抽象，让每个账户可以自己换签名
可以看得出来，以太坊要抗量子，就要往 Starknet 已经走过的方向走
再说"相杀"
Starknet 6 月发了三阶段抗量子路线图：
1⃣换掉 Pedersen 哈希，共识签名改成 Falcon 这类后量子方案
2⃣迁移老合约
3⃣桥和 blob 数据可用性
前两步自己就能做，第三步只能等以太坊，可以太坊基金会 9 月给的时间是 2029 年 12 月，2027 年 1 月还要再评估一次
Eli 的回应很直接：太晚了，而且 deadline 总会延期，看看 Merge 等了多少年，他还造了个词叫“elliptical illusion”，意思是还相信椭圆曲线会一直安全，只是一种幻觉
这就是死结：Starknet 作为 L2，安全上限是以太坊，STARK 再抗量子也没用，桥和数据层还压在一套非后量子的体系上
另外今年 2 月，Vitalik 自己也说 L2 推进到 Stage 2 的进度“远比预期更慢、更难”，ENS 放弃了自己的 Rollup，回到主网，Abstract、Blast 先后关停，L2 “继承以太坊安全”这套叙事本来就在松动，抗量子是第一件 L2 继承不了、只能干等的事情
于是，Starknet 就必须要“脱离以太坊”
当然也有需要客观看待的一面
🔹有分析指出，约 94% 的投票权来自 41 个持有基金会委托 STRK 的地址，93.5% 不完全等于散户共识
🔹目前约 15.4 亿 $STRK 质押在 137 个验证者上，按现价约 8400 万美元，转成 L1 以后，这就是替代以太坊验证者的安全预算
🔹Quantum Hub 跑通的后量子交易还没有经过审计
🔹STRK 消息出来后一度翻了一倍多，随后又跌回去一大半
👉我个人的看法：
这绝对不是简单的分手。它暴露的是一个结构性问题：L2 借用了 L1 的安全，也就继承了 L1 的升级节奏和短板，最讽刺的是，以太坊未来的抗量子底座里，很可能就有 STARK
到时候是以太坊追上 Starknet，还是 Starknet 先走？
11 月的白皮书会给出第一个答案
Odin retweeted
After building the best ZK infrastructure in the market, 2026 marked the year our team started building user-facing applications.
Starting with:
→ @OffMarketcx, bringing privacy to Polymarket.
→ @SuperVegaXYZ, greatly simplifying the options trading UX.
Exciting times ahead.
Up to rank 24. Now accepting donations for more RAM. #kaggle - kaggle.com/competitions/goog…
Hold my calls. Top 10 on #kaggle - kaggle.com/competitions/squa…
I set a speed record on provably.fast: a complete Stwo proof at StarkWare's settings, 2.19× faster than unmodified Stwo, verified by the evaluator. stwo.provably.fast/#/people/…
Odin retweeted
In the simplest terms, what are ZK-STARKs?
Here's how I explain it (Darth Vader mentioned).
Full conversation in the tweet below👇
starkware ceo, co-founder and zcash co-founder @elibensasson went on a podcast on the @marketbubble with ansem and banks.
full episode:
0:00 intro: z introduces eli (ceo and co-founder of starkware, co-founder of zcash)
0:28 eli joins
0:47 who is eli? the first to realize zk solves privacy and scalability
1:16 what is zk? the 2013 bitcoin conference, leaving academia, zcash, then starkware
1:47 "you're a real life genius" / "math is for machines now"
2:54 starkware explained like you're 17: the skunk works of crypto
4:09 why starknet is moving to an l1: the vote concluded today, the quantum tsunami
6:29 when does the quantum threat arrive? "the next two years"
7:07 how do you compete with other l1s? "we're building an ark"
9:15 is starknet solana plus zcash? gold, digital gold, private money, post-quantum money
11:32 why crypto takes years to recognize what matters: paper money took centuries
14:14 what drives early activity: "build it and they will come" wasn't a great roi, supervega
16:32 starkware and ai: micropayments for agents, hash-based starks vs ai and quantum
18:51 what is a zk-stark? the darth vader example
20:18 would satoshi have used it? "he would have loved it"
21:02 if starkware wins, life in 10 years: robinhood without a robinhood
22:28 wrap up
22:47 hosts react after eli leaves
Odin retweeted
proud to be part of this working group.
lets make the best L1 ever made!!!
The Starknet community has voted to research whether Starknet should become an independent, post-quantum L1.
Starting today, a joint @StarkWareLtd × @StarknetFndn working group will lead the research and publish a paper in the coming months.
Moved up to rank 27, soon the robots will have my job. #kaggle - kaggle.com/competitions/goog…
Odin retweeted
Two NIST Level 5 PQ schemes. Two accounts. PQ signatures only. 🔐
Falcon-1024 🦅 | 0.96 $STRK
voyager.online/tx/0x6a666e05…
ML-DSA-87 🔐 | 1.23 $STRK
voyager.online/tx/0x10275aa8…
Quantum-safe. Live on @Starknet. 🚀
Odin retweeted
starkware ceo, co-founder and zcash co-founder @elibensasson went on a podcast on the @marketbubble with ansem and banks.
full episode:
0:00 intro: z introduces eli (ceo and co-founder of starkware, co-founder of zcash)
0:28 eli joins
0:47 who is eli? the first to realize zk solves privacy and scalability
1:16 what is zk? the 2013 bitcoin conference, leaving academia, zcash, then starkware
1:47 "you're a real life genius" / "math is for machines now"
2:54 starkware explained like you're 17: the skunk works of crypto
4:09 why starknet is moving to an l1: the vote concluded today, the quantum tsunami
6:29 when does the quantum threat arrive? "the next two years"
7:07 how do you compete with other l1s? "we're building an ark"
9:15 is starknet solana plus zcash? gold, digital gold, private money, post-quantum money
11:32 why crypto takes years to recognize what matters: paper money took centuries
14:14 what drives early activity: "build it and they will come" wasn't a great roi, supervega
16:32 starkware and ai: micropayments for agents, hash-based starks vs ai and quantum
18:51 what is a zk-stark? the darth vader example
20:18 would satoshi have used it? "he would have loved it"
21:02 if starkware wins, life in 10 years: robinhood without a robinhood
22:28 wrap up
22:47 hosts react after eli leaves